Gemmer Asset Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6
| Closed | – | – | 620 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1268 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1220 |
|
|
2021
Q3 | $1K | Sell |
6
-379
| -98% | -$63.2K | ﹤0.01% | 1240 |
|
|
2021
Q2 | $39K | Sell |
385
-123
| -24% | -$12.5K | 0.01% | 326 |
|
|
2021
Q1 | $47K | Hold |
508
| – | – | 0.01% | 261 |
|
|
2020
Q4 | $43K | Sell |
508
-763
| -60% | -$64.6K | 0.01% | 259 |
|
|
2020
Q3 | $101K | Sell |
1,271
-1,524
| -55% | -$121K | 0.02% | 124 |
|
|
2020
Q2 | $220K | Buy |
2,795
+625
| +29% | +$49.2K | 0.05% | 89 |
|
|
2020
Q1 | $151K | Buy |
2,170
+1,934
| +819% | +$135K | 0.04% | 94 |
|
|
2019
Q4 | $22K | Buy |
236
+7
| +3% | +$653 | 0.01% | 374 |
|
|
2019
Q3 | $21K | Buy |
229
+20
| +10% | +$1.83K | 0.01% | 380 |
|
|
2019
Q2 | $18K | Sell |
209
-530
| -72% | -$45.6K | ﹤0.01% | 418 |
|
|
2019
Q1 | $64K | Buy |
739
+2
| +0.3% | +$173 | 0.02% | 159 |
|
|
2018
Q4 | $55K | Buy |
737
+22
| +3% | +$1.64K | 0.02% | 164 |
|
|
2018
Q3 | $57K | Buy |
715
+2
| +0.3% | +$159 | 0.02% | 164 |
|
|
2018
Q2 | $57K | Buy |
713
+532
| +294% | +$42.5K | 0.02% | 162 |
|
|
2018
Q1 | $14K | Buy |
181
+1
| +0.6% | +$77 | ﹤0.01% | 539 |
|
|
2017
Q4 | $15K | Buy |
180
+2
| +1% | +$167 | 0.01% | 546 |
|
|
2017
Q3 | $14K | Buy |
178
+2
| +1% | +$157 | 0.01% | 522 |
|
|
2017
Q2 | $14K | Buy |
176
+1
| +0.6% | +$80 | 0.01% | 503 |
|
|
2017
Q1 | $14K | Buy |
+175
| New | +$14K | 0.01% | 504 |
|